Axa’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
+85,734
| New | +$4.72M | 0.01% | 579 |
|
|
2017
Q4 | – | Sell |
-4,400
| Closed | -$215K | – | 1402 |
|
|
2017
Q3 | $215K | Buy |
+4,400
| New | +$215K | ﹤0.01% | 1258 |
|
|
2017
Q2 | – | Sell |
-4,400
| Closed | -$202K | – | 1312 |
|
|
2017
Q1 | $202K | Hold |
4,400
| – | – | ﹤0.01% | 1222 |
|
|
2016
Q4 | $204K | Buy |
+4,400
| New | +$204K | ﹤0.01% | 1207 |
|
|
2014
Q2 | – | Sell |
-12,720
| Closed | -$303K | – | 1439 |
|
|
2014
Q1 | $303K | Sell |
12,720
-25,980
| -67% | -$619K | ﹤0.01% | 1155 |
|
|
2013
Q4 | $1M | Buy |
38,700
+2,700
| +8% | +$69.8K | ﹤0.01% | 918 |
|
|
2013
Q3 | $723K | Buy |
36,000
+6,963
| +24% | +$140K | ﹤0.01% | 929 |
|
|
2013
Q2 | $507K | Buy |
+29,037
| New | +$507K | ﹤0.01% | 964 |
|